FTA’s priorities is to help our clients in simplifying their financial planning through the LIMA presentation and provide our clients assurance and peace of mind without the need to deal with complicating insurance works.
As we know, there are many layers of generations that range from baby boomers to millennials and that they may have different risk & priorities in life. Therefore, using the Circle of Life, our FTA partners help identify each client’s needs or wants and advice them accordingly so that our clients will have a better understanding of their financial needs before making the right decision.
Financial planning has been and will always be a part of your journey in life. Hence, everyone has different expectations of their responsibility & commitment. With FTA platform, let us take care of the back-end as we aim to assist you from end-to-end throughout the way.
We work diligently with the hope to expand our organisation within the next three years to have 500 employees and partners. In addition, we plan to increase our locations and increase our numbers throughout Malaysia. We want to change the way people think and feel about financial planning services by offering easy-to-understand products that are relevant to today’s lifestyle, alongside trusted advice and the convenience of connecting with us through our one-stop platform.